Sales Training Courses
Field Coaching
What really happens in the field when you’re not in the room?
While your sales representatives achieve results, understanding the ‘how’ behind those outcomes is just as crucial as the numbers themselves. When managers join client meetings, the dynamics shift—reps behave differently, and even customers adjust their tone.
That’s why our Field Coaching offers something different: a neutral, skilled observer who blends into the meeting without altering its natural flow. Discreetly introduced as a colleague or new team member, we keep the spotlight on the rep and the customer—while capturing insights you won’t get from CRM data or ride-alongs.
It’s a smart, low-disruption approach that enhances performance, safeguards customer relationships, and ensures that excellent results stem from meaningful conversations.
Our Training & Coaching
Course Overview
Field Coaching takes place where performance happens: live client meetings. Your team receives focused support during client visits, allowing for immediate feedback, mindset shifts, and behavioural adjustments that enhance outcomes in real time.
Each coaching day is tailored to your commercial priorities, combining pre-meeting preparation, in-meeting observation, and post-meeting debriefs. Coaching can be delivered one-to-one or as part of a team ride-along, depending on your goals. Even the time between meetings (“windscreen time”) becomes a valuable moment for deeper conversations, energy resets, and strategic recalibration.
This approach promotes individual development without interrupting sales activity—and provides measurable ROI from the very first session.
What We Cover
Live Coaching in Real Sales Contexts
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Goal-setting and alignment before the day starts
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Shadowing sales interactions in the field
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On-the-spot behavioural feedback
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Safe-space reflection and mindset support
Meeting Preparation and Follow-Up
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Structuring meetings for focus and flow
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Pre-call planning and clear objective-setting
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Strengthening post-meeting evaluation habits
Sales Techniques in Action
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Presentation skills and storytelling in live client settings
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Objection handling and deal closing techniques
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Time and meeting management on the move
Communication and Customer Relationship Skills
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Strengthening verbal and non-verbal communication
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Building trust and rapport with clients
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Tailoring messages to customer needs in real time
Technology and Tools in the Field
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Using CRM and sales tools effectively during the day
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Mobile productivity and digital sales hygiene
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Leveraging sales data to inform live decisions
Personal and Team Development
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Self-observation techniques and habit formation
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Real-time coaching for motivation and resilience
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Encouraging peer support and team-wide alignment
Key Benefits
Immediate ROI & Behavioural Shift
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Sales continue to progress while learning occurs. Since coaching happens during real client meetings, there is no missed opportunity cost—and habits shift instantly, not weeks later.
Highly Personalised & Practical
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Each session is tailored to individual needs and delivered live in the field—making every moment relevant, high-impact, and immediately applicable.
Customer-Centric & Seamless
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Coaching integrates naturally into live meetings—supporting your reps without distracting from the customer experience.
Momentum Between Meetings
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“Windscreen time” becomes coaching time—used for reflection, mindset resets, and strategic alignment throughout the day.
Actionable Insight for Managers
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Field coaching gives you direct visibility into real-world performance—revealing strengths, blind spots, and opportunities that CRM data can’t show.
Strategic Bonus
Enhance Client Perception While You Coach
As part of our hands-on approach, Field Coaches can be introduced to clients as colleagues from other departments or as new team members, providing a seamless and low-disruption coaching experience. This not only supports skill development but also enhances your company’s image by signalling professionalism, collaboration, and a strong commitment to continuous improvement.
Clients perceive a cohesive, development-oriented team, and that fosters trust, enhances credibility, and subtly elevates your brand in every interaction.
